- Organize your clients
- Create custom information categories for each client
- Dictate or type notes for each client meet-up/session
- Use passcode protection to keep notes secure
- Share notes through email in the app
- Log in with TouchID
- Stay prepared for meetings with clients
- Remember your previous encounters and sessions
- Track progress of your clients
- Share client information with coworkers and advisors
- Backup client notes to personal email account using the email export feature

- Consultants
- Therapists
- Hair dressers
- Sales teams
- Medical Professionals
- Contractors
- Teachers
- Authors
- Coaches
- Tutors
- etc.

What’s New

Version 2.0

This release includes bug fixes and recommended features from customers like you. If you notice any bugs or see areas for improvement, please email us at Also, please consider leaving a review, it really helps us out!

Ratings and Reviews

4.7 out of 5
69 Ratings

69 Ratings

Essence2012 ,

Almost what I’m Looking For

I want to like this app, I really do. So far, I use it on my iPad to keep client notes. I love the email export option.

Some changes I would like to see:
Syncing over iCloud or Dropbox: it seems that when I open the app on my iPhone the information is not synced. I would like the option to add notes from either my iPad or iPhone and they be synced

Team Feature: I would like the option to share notes with team members and have them input notes too and it be notated shows notes are who’s

Updated contact info: I would like to see better contact options for each client. Phone number, email, just the default things already built in for each client.

Overall though, this app is ok, but it’s the closet thing to what I need. I will continue to use this app and I look forward to growing with it and all the new features they add overtime.

Dr Stef61 ,

Right on Time

As a private mental health therapist and life coach, I have some clients who are with me 2-3 sessions ... And others who are with me over a year. I had notebooks and they were difficult to maintain because I could never predict the number of sessions with a client. Automating my notes and client information has been vital to my business success. This app is easy to use, comprehensive, and "right on time".

BC46553377 ,

Love the Program

I have been hunting for an app that I can do an easy log of clients. I work for a local fire department, and receive referrals from the crews and police officer, who are on a call for a patient or citizen that needs additional resources. This allows me a quick search by last name. Often I am out of the office when a case comes in and I can quickly log in and add it to my list.

Question, is there a way to export the data to excel?


David Kooistra
17.2 MB

Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.



Age Rating


  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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